Heffernan Advisory, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 116771
- SEC number
- 801-67175
- Firm type
- RIA
- Assets under management
- $409.6M as of Jun 15, 2026
- Website
- www.linkedin.com/company/heffernan-financial ↗
- Phone
- 928-774-9598
- Address
- 809 W. Riordan Road, Flagstaff, AZ, 86001
Advisors at this firm
6 in our index · page 1 of 1
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Jason J DittbernerCRD 6613437 · Flagstaff, AZIA RegisteredBroker
-
Davis Nicholas HoytCRD 6097213 · Phoenix, AZIA RegisteredBroker
-
Tamara Wolfe KinneyCRD 4272821 · Flagstaff, AZIA RegisteredBroker
-
Amy Beth MacedoCRD 4760603 · Flagstaff, AZIA Registered
-
Eric Lee SoudersCRD 2932709 · Flagstaff, AZIA RegisteredBroker
-
Christie Anna ThomasCRD 7831379 · Walnut Creek, CAIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 116771 ↗
FINRA BrokerCheck record for firm CRD 116771 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.